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Opinion
Opinion
January 14, 2026
SFDR 2.0 lacks ‘shades of green’
The product classification in the revised SFDR does not allow for any ‘shades of green’. That is…
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Opinion
January 13, 2026
Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’
The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome…
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Opinion
January 12, 2026
Chart of the week: better a raging optimist or a permabear than an index hugger
A new year, a new round. Every year at the beginning of January, I once again look with amazement…
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Opinion
January 12, 2026
The illusion of passive investing
Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all…
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Opinion
January 7, 2026
On Wall Street, one type of colleague remains ‘problematic’: the woman
EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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Opinion
January 6, 2026
The continuation of the semiconductor supercycle
The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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Opinion
December 31, 2025
The economy that eats itself
Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Opinion
December 30, 2025
From lottery bonds to cryptocurrencies: the rational gamble of the small investor
For the average institutional investor, the appeal of lottery-like stocks—shares with a low price…
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Opinion
December 24, 2025
Halfway to the tipping point
The Cambrian explosion of AI-driven life forms has begun. Under the collective label of artificial…
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Opinion
December 22, 2025
Democrats are set to win but the timing is awful
The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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Morningstar: Cullen vs Robeco in Global Emerging Markets Equity
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Asset Allocation
CIOs caution investors against headline-driven decisions
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Asset Allocation
Trump’s credit card rate cap would hurt consumers and banks alike
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